Job description
Due to a recent acquisition, my client is seeking a Paraplanner to join their offices based in York.
You'll be joining a well-established group that is going from strength to strength with presence across the UK.
This role will suit either an experienced Paraplanner or somebody who is perhaps working as a technical administrator/junior Paraplanner and looking to progress their career.
The business has devised a development plan and, should this be your aspiration, offers a clear and realistic route to develop yourself into a Financial Advisor.
What You'll Do
- Prepare high-quality, compliant financial planning reports
- Conduct detailed product, fund, and market research
- Collaborate with advisers to deliver bespoke, client-focused solutions
- Manage, train, and mentor a local technical team
- Contribute to continuous process and reporting improvements
What We're Looking For
- Studying towards or achieved Level 4 Diploma status
- Strong technical expertise across pensions, investments, estate & tax planning
- Intelliflo (Intelligent Office) experience preferable
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
